DocuSign: Why Is Filling Out Forms Worth $30bn?
Plus! Rolling Up Sports; Against Net Promoter Scores; Insourcing Everywhere; Non-ESG Investors; Criminalizing Trolling
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Roper: Capital Allocation by Formula
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SenseTime: Building the China Tech Stack
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Cloudflare's Intelligent Design
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What Salesforce is Selling (and Buying)
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DigitalOcean's Information Arbitrage
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DoNotPay: The API for IRL
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The IPO Market: Too Expensive for Sellers
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Roblox: Tweenage Mutant MMT-ers
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Meta Performance Indicators
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When the Pay-Per-API-Call Model Pays
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Revenue-Based Lending: It's Close Enough to Equity
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